Geopolitics Alpha

Qualcomm launches two new smartphone chips with emphasis on AI

Published . Updated .

Qualcomm said that its new top chip can run 30B mixture-of-expert model locally.

Directly affected

  • QCOM Qualcomm

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
QCOM———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

Qualcomm said that its new top chip can run 30B mixture-of-expert model locally

Source: TechCrunch

Price since this story was published: Qualcomm (QCOM)

Since the first closing price after “Qualcomm launches two new smartphone chips with emphasis on AI,” Qualcomm (QCOM) is -12.08%. The S&P 500 fund (SPY) is -0.17% over the same days, a -11.90% difference versus the market.

QCOM
SPY

Official trades in Qualcomm (QCOM) around 22 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Qualcomm (QCOM)

Companies mentioned with this story

  • QCOM Qualcomm

    For “Qualcomm launches two new smartphone chips with emphasis on AI,” Qualcomm (QCOM) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names QUALCOMM INC in the headline; GA resolved that company to QCOM

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Qualcomm launches two new smartphone chips with emphasis on AI.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GCTS GCT Semiconductor Holding

    GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Qualcomm launches two new smartphone chips with emphasis on AI.” Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NVTS Navitas Semiconductor

    Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Qualcomm launches two new smartphone chips with emphasis on AI.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ON On Semiconductor

    On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Qualcomm launches two new smartphone chips with emphasis on AI.” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSEM Tower Semiconductor

    In “Qualcomm launches two new smartphone chips with emphasis on AI,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSM Taiwan Semiconductor Manufacturing

    In “Qualcomm launches two new smartphone chips with emphasis on AI,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Qualcomm (QCOM)

The 22 Sep 2026 story “Qualcomm launches two new smartphone chips with emphasis on AI” names Qualcomm (QCOM) because of this story.

The link for Qualcomm (QCOM) is this: The reported development directly names QUALCOMM INC in the headline; GA resolved that company to QCOM

A second company, Alpha & Omega Semiconductor (AOSL), is listed for a different reason: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Qualcomm (QCOM) price range

AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. QCOM traded between 169.01 and 205.84 across 20 sessions. The latest close on file is 173.46.

A simple score for Qualcomm (QCOM)

46 out of 100

“Qualcomm launches two new smartphone chips with emphasis on AI” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.